See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,897 | $149,679-59.3% | $117,039-48.0% | $147,584-58.7% |
| Participation rate | 46.2% | 83.5%-37.3pp | 77.2%-31.0pp | 82.8%-36.7pp |
| Annual return | 12.55% | 19.31%-6.8pp | 18.95%-6.4pp | 578.55%-566.0pp |
| Employer contribution / active EE | $642 | $4,937-87.0% | $3,785-83.0% | $4,876-86.8% |
| Participant deferral / active EE | $1,342 | $4,912-72.7% | $3,929-65.8% | $5,439-75.3% |
| Admin fee / account holder | $8,356 | $7,856+6.4% | $5,974+39.9% | $10,885-23.2% |